Spark Investment Management’s AppFolio APPF Stock Holding History

Spark Investment Management’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-29,083	Closed	-$3.23M	–	94
2020 Q1	$3.23M	Sell	29,083 -27,617	-49%	-$3.29M	1.71%	2
2019 Q4	$6.23M	Sell	56,700 -9,900	-15%	-$1.01M	0.73%	21
2019 Q3	$6.34M	Sell	66,600 -26,000	-28%	-$2.59M	0.81%	25
2019 Q2	$9.47M	Sell	92,600 -41,200	-31%	-$3.89M	0.66%	36
2019 Q1	$10.6M	Buy	133,800 +27,000	+25%	+$1.81M	0.49%	50
2018 Q4	$6.32M	Buy	106,800 +29,900	+39%	+$1.81M	0.44%	69
2018 Q3	$6.03M	Buy	76,900 +23,300	+43%	+$1.76M	0.35%	82
2018 Q2	$3.28M	Sell	53,600 -49,400	-48%	-$2.69M	0.19%	159
2018 Q1	$4.21M	Sell	103,000 -30,800	-23%	-$1.28M	0.27%	121
2017 Q4	$5.55M	Buy	133,800 +23,000	+21%	+$1.03M	0.3%	98
2017 Q3	$5.31M	Buy	110,800 +73,700	+199%	+$2.9M	0.28%	117
2017 Q2	$1.21M	Buy	37,100 +22,800	+159%	+$655K	0.07%	353
2017 Q1	$388K	Buy	+14,300	New	+$342K	0.02%	583
2016 Q4	–	Sell	-26,000	Closed	-$505K	–	771
2016 Q3	$505K	Buy	+26,000	New	+$452K	0.04%	482

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Spark Investment Management's APPF Position: Q2 2020 in Review

Spark Investment Management sold out of AppFolio (APPF) in Q2 2020, closing a stake of 29,083 shares — an estimated $3.23M sold.

Spark Investment Management first reported a position in APPF in Q3 2016 and held it in 14 quarters. The position peaked at $10.6M in Q1 2019. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2020.

Spark Investment Management reported no remaining AppFolio position as of Q2 2020 after selling out during the quarter.
Spark Investment Management sold 29,083 AppFolio shares in Q2 2020, an estimated $3.23M.
Spark Investment Management first reported a position in AppFolio in Q3 2016 and held it in 14 quarters.
Spark Investment Management's AppFolio position peaked at $10.6M in Q1 2019.
160 funds tracked by Wall St. Rank held AppFolio as of Q2 2020.

Based on Spark Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.